Making Meetings and Offsites Meaningful

Beverly FlaxingtonBeverly Flaxington is a practice management consultant. She answers questions from advisors facing human resource issues. To submit yours, email us here.

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives.

Dear Readers,

In the last couple of weeks, I have had numerous requests to facilitate discussions for large and small teams. The importance of these sessions and outcomes cannot be overstated and when working with the “sponsor.” I hear and understand how vital it is to get it right. Many times, the sponsor worries about having the discussion unravel – people focusing too much on what’s wrong and not enough on what can be done differently. Sometimes there are difficult interpersonal dynamics among team members. And then there are the basic concerns of logistics and money, and not having clear and high-impact results.